Services
How We Work
When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
- Tax-reduction strategies
- Investment management and mutual funds *
- Retirement planning *
- Estate preservation
- Asset protection through insurance and annuity products
- Income Tax Preparation
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mel.dennison@woodburyfinancial.net | (973) 940-2946